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Ping An Insurance Group · 北京市

# 财富团队长

北京市 

Listed on Ping An Insurance Group’s official careers site. Posted September 20, 2026. Check that it is still open and apply there.
[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=B1EF612632F44CCB86CC4A33A9629F15)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 财富团队长

## Job description

岗位职责

### 在遵守合规风险管理要求的前提下，负责团队业务发展规划
- 完成团队各项行为管理、质量管理、业绩管理工作，推动业务拓展，策划并组织所辖团队的营销活动，达成团队的销售任务；

### 负责团队人力发展规划
- 推动所辖团队建设、人才培养和内外部协调沟通，组织所辖团队的产品、技能、政策培训，实现团队的有效增员和优胜劣汰；
- 贯彻合规及风控制度要求，确保业务品质及合规服务，协调处理客户投诉。 任职资格

### 学历
- 本科及以上学历，金融专业者优先；

### 持证
- 需持有基金从业资格证；

### 经验
- 3年及以上营销经验，丰富的市场营销专业知识，熟悉各种金融产品及相关业务；

### 专业能力
- 有丰富的市场开拓经验，较强的市场开拓能力、团队管理及组织能力；

### 素质要求
- 亲和力强、有服务意识和销售特质、责任心强、积极认真，抗压力强、沟通有说服力、纪律及合规意识强，无不良信用记录。

## At a glance
- Posted by the employer: Sep 20, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 30 days
- Location: 北京市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=B1EF612632F44CCB86CC4A33A9629F15)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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